How can I clear the autofills in the description field?

There are certain business names and transactions that I have created over the years that no longer apply, either because the business is closed or I don't use it anymore, or I have renamed the type of transaction. For example, I used to label a certain transaction as "FSA Deposit" but it was more accurate to start labeling it as "FSA Funded." The problem is, the autofill pops up these lists whenever I type into the description field, and sometimes I accidentally choose the wrong name or have the hassle of having to scroll down lists of out of date, never-will-be-used again autofilled information. How can I delete individual description names or, worst case scenario, just clear the autofills altogether so I can start over? It's making accurate categorization really difficult since sometimes I can't remember from one month to the next what the description was that I used previously.

Answer

Hi castansfield,

I know it can be confusing when the auto-categorization makes it difficult to look over transaction history. It sounds like you had some transaction rules set up that you don't need anymore; you'll want to go down to the bottom of the Transaction page and click Manage Your Transaction Rules, then delete any rules that no longer apply.

In some cases, you may need to make new rules for transactions, which you can do by clicking on the transaction in question, make changes, and then checking the box that says to use these changes going forward.

Let us know if you need any further clarification or assistance.

Thanks,
Mint Mike

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